CA
DFSV

Claris Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Claris Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$618K Sell
15,930
-1,326
-8% -$49.6K 0.16% 39
2026
Q1 		$605K Buy
17,256
+432
+3% +$15.3K 0.18% 37
2025
Q4 		$553K Buy
16,824
+810
+5% +$26.1K 0.17% 38
2025
Q3 		$471K Hold
16,014
– – 0.16% 47
2025
Q2 		$471K Buy
+16,014
New +$443K 0.16% 47

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Claris Advisors's DFSV Position: Q2 2026 in Review

Claris Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 7.7% in Q2 2026, selling an estimated $49.6K and leaving 15,930 shares worth $618K. The position accounts for 0.16% of the portfolio, ranked #39.

Claris Advisors first reported a position in DFSV in Q2 2025 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Claris Advisors held 15,930 shares of Dimensional US Small Cap Value ETF worth $618K as of Q2 2026.
  • Claris Advisors sold 1,326 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $49.6K.
  • Dimensional US Small Cap Value ETF made up 0.16% of Claris Advisors's portfolio in Q2 2026, its #39 holding.
  • Claris Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.